Expert Investment & Retirement Planning Advice

Call Us: 0800 - 878 - 783
Email Us: enquiries@trustees.co.nz

Expert Investment Advice and Portfolio Management

Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, we provide expert advice, investment plans and tailored portfolio management to individuals and organisations.

Secure and flexible investment structures

Our investment approach is tailored specifically to you. You may be cautious, adventurous or a mixture of both – so our Private Wealth advisers focus on creating portfolios that will not only achieve your objectives, but take into account your personal preferences, making sure we maximise returns within your agreed level of risk.

Our job is to ensure your money is consistently working for you through the right types of investments that allow you to enjoy the growth of your investments whilst also retaining the benefits of liquidity.

Our investment strategy

Our Private Wealth advisers are Authorised Financial Advisers and work alongside an expert in-house investment team who are there to ensure your investment strategy is flexible and implemented successfully.

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...We target securities and managers that have a proven track record and offer you a wide range of quality investment opportunities... “

Clear fee structure

We charge on an agreed fee-for-service basis. That means our charges related directly to the services we provide you. We do not accept any commissions for placing your investments subject to our recommendations and if any commissions are generated, these will be rebated back to you.

We do charge a fee based on a percentage of your investment assets for management of your portfolio and reporting to you. This aligns our remuneration with your financial success.